Andrew C. Benson
Portfolio Manager
ETFs |
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Putnam ESG Core Bond ETF |
Putnam ESG Ultra Short ETF |
More from the team

Slow your (pay)roll
We believe markets expect inflation to decline sooner than it will, and that there is limited upside for stocks.

Expect a pause, not a pivot, as savings fuel spending
In the coming months, the Fed will not likely pivot, but pause and wait with a high level of rates for convincing signs of disinflation.

High job openings signal wage-price spiral
Limited labor supply, higher wages, and a high staff turnover seems to have initiated a wage-price spiral.

Covid-related labor imbalances complicate Fed's inflation fight
Demographic shifts and labor imbalances might have disturbed consumption-saving decisions that impact inflation.